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Case Studies

When we meet with a client, Synfinii team members don’t bring a preconceived notion of what would work for them to the table. We first seek to understand what differentiates that client from other asset managers and competitors, what resources they have, and what their business goals are. Then, together, we configure an outcome-driven solution that addresses their specific data needs—whether those are centered around marketing, sales, analytics, or data integrity (to name a few possible priorities).

Explore real-world examples of how Synfinii has partnered with asset managers to solve data challenges like yours.

Smarter Marketing. Leaner Operations. A Scalable Partnership with Parnassus Investments.

Parnassus Investments is known for doing more with less. As a specialized asset manager focused on sustainable investing, with a lean team, they needed a partner that could deliver high-touch, scalable support without adding operational complexity. 
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Scaling Smarter with a Solid Data Foundation: F/m Investments

From multi-boutique roots to ETF leader—how SalesPage helped F/m Investments scale smartly and stay ahead of the curve.
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Transforming Client Data to Gain a Total Market Perspective

A long-time client faced a significant challenge: maintaining an entity universe with limited use of third-party data. They realized the need to transform their client data structure to capture the “Whole of Market” and gain a total market perspective.
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Timely Intelligence Drives More Productive Meetings

After implementing a unified CRM system for their institutional and intermediary businesses, Hotchkis & Wiley looked to SalesPage to help them better leverage intelligence
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From Manual to Automated: Weitz Supports Direct Account and Intermediary Relationships with Synfinii

See how SalesPage helped Weitz Investment Mgt create a 360-degree view of their Direct and Intermediary Clients in their CRM to grow their business
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Strategic Alignment Ensures a Successful Step into the ETF Market for Touchstone Investments

This case study shares how a consultative approach and strategic alignment contributed to the successful integration of ETF data into SalesPage, Touchstone’s distribution data platform, and related business analytics and CRM systems.
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Hotchkis & Wiley Executives Have the Pulse of the Company at Their Fingertips

SalesPage applied its experience with asset management data to configure solutions for Hotchkis & Wiley that yields improved results.
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Donoghue Forlines gets smarter BI with SalesPage + Envestnet

A case study on how one client, Donoghue Forlines LLC, gained smarter and more timely BI by leveraging the integration of Envestnet Analytics with SalesPage’s distribution data platform, resolution services, and BI solution.
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Nimble. 
Configurable. Innovative.

Whether sales or marketing or operations, product or territory or channel, AUM from multi-millions to industry leaders handling trillions, we will structure multifaceted solutions that achieve their client’s business objectives. How can we help you?

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